SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 787 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,448,142 | +13.9% | 837,692 | +19.6% | 0.35% | -13.2% |
| Q2 2023 | $24,971,537 | +2.0% | 700,460 | -0.5% | 0.41% | -2.2% |
| Q1 2023 | $24,488,847 | +16.2% | 703,703 | +7.6% | 0.42% | +2.0% |
| Q4 2022 | $21,068,026 | +30.1% | 654,084 | +13.6% | 0.41% | +13.0% |
| Q3 2022 | $16,189,000 | -0.9% | 575,547 | +10.8% | 0.36% | +4.9% |
| Q2 2022 | $16,344,000 | -24.9% | 519,530 | -12.4% | 0.34% | +15.4% |
| Q1 2022 | $21,777,000 | +279.8% | 593,059 | +302.1% | 0.30% | +100.7% |
| Q4 2021 | $5,734,000 | -0.9% | 147,504 | -1.4% | 0.15% | +4.2% |
| Q3 2021 | $5,788,000 | -3.5% | 149,558 | -1.6% | 0.14% | -32.9% |
| Q2 2021 | $5,998,000 | +12.0% | 152,047 | +6.9% | 0.21% | -35.3% |
| Q1 2021 | $5,353,000 | +12.3% | 142,214 | +7.5% | 0.33% | +0.9% |
| Q4 2020 | $4,766,000 | +20.2% | 132,318 | +4.8% | 0.33% | -14.9% |
| Q3 2020 | $3,965,000 | -5.1% | 126,240 | -10.1% | 0.38% | -8.4% |
| Q2 2020 | $4,177,000 | +55.7% | 140,406 | +35.1% | 0.42% | -2.1% |
| Q1 2020 | $2,683,000 | -31.7% | 103,897 | -11.3% | 0.43% | -64.9% |
| Q4 2019 | $3,931,000 | +11.4% | 117,082 | +5.7% | 1.22% | -20.1% |
| Q3 2019 | $3,529,000 | +8.0% | 110,812 | +8.9% | 1.52% | +27.9% |
| Q2 2019 | $3,268,000 | +23.7% | 101,785 | +20.8% | 1.19% | +20.3% |
| Q1 2019 | $2,642,000 | +6.5% | 84,256 | -3.4% | 0.99% | -34.2% |
| Q4 2018 | $2,480,000 | – | 87,244 | – | 1.51% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,467,429 | $77,897,000 | 22.79% |
| Matrix Trust Co | 1,941,519 | $60,964,000 | 17.90% |
| SVB Investment Services Inc. | 597,378 | $18,758,000 | 15.90% |
| APPLETON GROUP, LLC | 275,980 | $8,666,000 | 13.57% |
| JBJ Investment Partners, LLC | 1,550,230 | $48,677,000 | 12.73% |
| Evergreen Advisors, LLC | 855,063 | $26,849,000 | 12.27% |
| Personal Capital Advisors Corp | 49,196,217 | $1,544,761,000 | 11.64% |
| Northwest Capital Management Inc | 421,648 | $13,240,000 | 10.96% |
| Adams Chetwood Wealth Management LLC | 331,495 | $10,409,000 | 10.02% |
| Callan Capital, LLC | 1,371,168 | $43,055,000 | 9.66% |